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Wealth client services & onboarding specialist

Princes Risborough
Permanent
7IM
Service
€35,000 a year
Posted: 15 December
Offer description

A financial services firm in Princes Risborough is seeking a Client Services Associate to assist Advisers in providing exceptional service to clients and support onboarding new clients. The ideal candidate will have 2-3 years of experience in Wealth Management and strong skills in client service and administration. Proficiency in Microsoft Office and CRM systems is required. This full-time position is ideal for proactive individuals eager to enhance service efficiency and client satisfaction. #J-18808-Ljbffr

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